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Taxes

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Taxes

More IRS Audits for Taxpayers Making Over $50,000

Bob Williams - 0
IRS Audit! Those are words that will send a cold chill up your spine. And it’s a phrase being heard more often. The IRS...
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Taxes

The IRS Is Giving You a Gift

Bob Williams - 0
Now here’s something you don’t hear often. The IRS has a gift for you. No, that’s not a joke and you don’t have to...
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Taxes

Ask Bob: Dangerous Estate Planning Myths

MyPersonalCFO - 0
Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
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Taxes

Ask Bob: Is Maxing Out Your 401k A Good Investment Decision?

Bob Williams - 0
Since the beginning of 401(k) plans in 1978, people have considered it to be the quintessential retirement plan—you get to save money before taxes...
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Taxes

Ask Bob: Complex Assets

MyPersonalCFO - 0
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...
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Taxes

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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Taxes

Letting Retirees Save for Healthcare Tax-Free

Bob Williams - 0
Health Savings Accounts (HSA) for retired folks. Isn’t that a novel idea? But it’s being considered in Congress—The Health Savings for Seniors Act, H.R....
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Taxes

Inherited Health Savings Accounts—Not a Beneficiary’s Best Friend

Bob Williams - 0
The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one.  They’re often thought of...
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Taxes

Getting IRA Money Without Paying the Early Withdrawal Penalty

Bob Williams - 0
1975 was a big year in financial annals when Americans were given a brand new way to save for retirement in something called an...
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Taxes

HSA Contribution Limits Go Up in 2023

Bob Williams - 0
If you have a Health Savings Account (HSA), there’s good news and there’s bad news for next year. The good news—in 2023 you’ll be...
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